Free Virtual Event
Your Tax Window
Roth Conversion Tax Savings Strategies
Moving money to a Roth account can lower your taxes later.
It can also raise your Medicare premiums two years from now.
Learn what to check first.
ClearPath Retirement Planning, LLC | 300 Executive Center Drive, Suite 104, Greenville, SC 29615 | (864) 775-5033 | clearpathretirement.com
Investment advisory services offered through Alphastar Capital Management, LLC, an SEC-registered investment adviser. Fixed insurance products offered directly through ClearPath Retirement Planning, LLC. This page is for informational purposes only and is not personalized investment, tax, or legal advice.
In about 25 minutes, you'll learn:
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Your bracket now, and later.
Paying tax now may put you in a lower bracket in retirement.
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The costs people miss
A conversion counts as income. It may raise your Medicare premium and shrink your senior tax deduction.
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The whole picture
Count all your income, such as interest and dividends. Then look at the years ahead, not just this year.
Stewart Smith, LUTCF®, RICP®
President & Sr. Wealth Advisor at ClearPath Retirement Planning, LLC
Mitch Davies, CFP®
Lead Wealth Advisor at ClearPath Retirement Planning, LLC